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FPF

First Trust Intermediate Duration Preferred & Income Fund

117 hedge funds and large institutions have $340M invested in First Trust Intermediate Duration Preferred & Income Fund in 2025 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 39 increasing their positions, 33 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 33

7% more capital invested

Capital invested by funds: $319M → $340M (+$20.9M)

6% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 17

1.5% less ownership

Funds ownership: 31.48%29.98% (-1.5%)

2% less funds holding

Funds holding: 119117 (-2)

Holders
117
Holders Change
-2
Holders Change %
-1.68%
% of All Funds
1.42%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
39
Reduced
33
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IAIM
51
International Assets Investment Management
Florida
$438K +$118K +6,284 +36%
Carson Wealth (CWM LLC)
52
Carson Wealth (CWM LLC)
Nebraska
$432K -$97.5K -5,209 -18%
SPIA
53
Steward Partners Investment Advisory
New York
$408K +$2.17K +116 +0.5%
Rockefeller Capital Management
54
Rockefeller Capital Management
New York
$379K +$28.7K +1,534 +8%
EV
55
EJMK Ventures
Illinois
$374K +$376K +20,082 New
SWM
56
SeaCrest Wealth Management
New York
$362K +$45.8K +2,450 +14%
KA
57
Kovack Advisors
Florida
$356K +$357K +19,081 New
Wealth Enhancement Advisory Services
58
Wealth Enhancement Advisory Services
Minnesota
$354K +$48.2K +2,578 +16%
MC
59
Mathes Company
New York
$340K +$14K +750 +4%
RW
60
RVW Wealth
California
$333K
IWC
61
Integrated Wealth Concepts
Massachusetts
$331K -$65.3K -3,489 -16%
Susquehanna International Group
62
Susquehanna International Group
Pennsylvania
$292K -$47.5K -2,541 -14%
Cambridge Investment Research Advisors
63
Cambridge Investment Research Advisors
Iowa
$278K +$21.1K +1,130 +8%
MQWP
64
Morey & Quinn Wealth Partners
Nebraska
$276K
IA
65
Integrity Alliance
Iowa
$268K -$13.1K -700 -5%
GRP
66
Global Retirement Partners
California
$262K +$132K +7,063 +101%
P
67
&Partners
Tennessee
$256K -$111K -5,940 -30%
SOS
68
Silver Oak Securities
Tennessee
$253K +$3.05K +163 +1%
CCM
69
Consolidated Capital Management
California
$234K +$235K +12,571 New
CFG
70
Cooper Financial Group
California
$224K +$2.08K +111 +0.9%
XT
71
XTX Topco
Cayman Islands
$218K +$219K +11,692 New
UPS
72
UHLMANN PRICE SECURITIES
Illinois
$210K +$4.53K +242 +2%
SCM
73
Sterneck Capital Management
Missouri
$203K -$19 -1 -0%
IWA
74
Icon Wealth Advisors
Texas
$197K
CL
75
Choreo LLC
Illinois
$192K +$192K +10,238 New